Integrating Data from 3rd-party sources (HR platform)

Note for existing EverBridge customers:
Users in SnapComms are created and managed separately from the Contacts in EverBridge. The SnapComms Desktop or Mobile Apps must be installed in end-user devices to create a user account in SnapComms and to target users with messages. There is no sync yet between the SnapComms users and EverBridge contacts, however, we can process a copy of the same Contacts file (if the contact source is an HR platform, we will request this file to be duplicated and may ask for additional columns that SnapComms will require for matching (e.g. column with the same value as username)


The SnapComms Windows App has built-in capabilities to read and import user attributes and group membership from on-premise Active Directory provided the Windows App is configured to collect those and it recognizes that a user is connected to a corporate domain.

 
If your primary source of data is not on-premise Active Directory and from another platform (e.g. your HR platform), SnapComms has a Data Integration method that can process an exported file (CSV) from your 3rd-party source or HR platform and import the column values as attributes and groups to SnapComms for use with content targeting.
The SnapComms Apps would still need to be deployed and installed as this is the basis of user creation in SnapComms, the Data Integration will then match a user from the exported CSV file with an existing user in SnapComms.

For integrating data from Azure AD, please refer to the Azure Active Directory Integration article.

 

PRELIMINARY IMPLEMENTATION DETAILS GATHERING

  • Targeting requirements (e.g. import as attributes or groups or both)

  • Type and number of devices you'll deploy to (Windows, MAC, Mobile)

  • Matching criteria, whether the username in their SnapComms Content Manager matches with a user field/column value from the exported CSV file, the most common matching criteria is to match the SnapComms username (derived from network login) so the same value needs to exist in the exported CSV file.

  • Provide a sample exported CSV file for the SnapComms Tech Consulting Team to validate columns and start on the configuration

  • Able to run a PowerShell script or task scheduler (for automated processing – confirm the frequency of running the integration, we recommend daily)

  • Email address to receive an email notification every time the integration runs (this is optional)

 

SNAPCOMMS TECH CONSULTING TASKS

  • Request Licenses to customer’s CSM required for integration – CSV Import, API, AD Sync support

  • Create a service administrator account in the customer’s SnapComms Content Manager

  • Create an Import Category in the SnapComms Content Manager

  • Create the integration configuration (this exists in the customer’s Content Manager and all credentials are encoded with AES256) 

  • Conduct initial tests to validate matching criteria

  • Send the integration files to the customer

 

RUNNING THE DATA INTEGRATION

The customer executes the runIntegration.ps1 in Windows PowerShell ISE passing the data folder as the parameter (the exported CSV file along with the provided trigger.json file needs to be saved under this folder).


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Running the script will trigger the data integration process to start, and the files will be compressed and uploaded to our Integration URL. Temporary processing files are also stored in our Azure storage (the purpose is to assist with data validation troubleshooting if needed) which has an automated rule to delete after 7 days for data security purposes.


Every time the Azure AD integration is run, the SnapComms Tech Consulting Team gets an email notification (success or error), customers can opt to receive this email notification as well.

 

EXTENDING THE DATA INTEGRATION / ALTERNATIVE LOAD OPTIONS

Upload the exported CSV file to your SFTP server, OneDrive, Dropbox

The SnapComms Data Integration can be changed in the backend to automatically be triggered by a new file being uploaded to either your SFTP server, OneDrive, Dropbox, the SnapComms Team will need to be provided with the credential

Extending the Data Integration offering will require further discussion as implementing this may involve an additional cost. Please reach out to the SnapComms Tech Consulting Team.

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